Semiconductor Winter? Summer Hasn't Even Arrived Yet! SK Hynix Earnings to Improve Further! / How...
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0:00 Industry Analyst Dr. Lee Ju-wan (Filmed on October 31, 2024 at 1:30 PM)
This is the combined version of the video uploaded in two parts.
0:40 What is the status of semiconductor localization in China?
9:30 What could replace the Chinese semiconductor market?
19:10 Will the demand for AI from platform companies continue?
24:10 What is the gap in the semiconductor industry between China and Korea?
Q. What changes can we expect after Samsung Electronics' earnings announcement?
Q. Is it true that they might utilize competitors in the foundry business?
Q. Could Samsung Electronics partner with Hanmi Semiconductor?
Q. Is it true that Samsung Electronics tends to recruit based on brand value? Q. What is the development status of the AI engine?
Q. It seems the trend is shifting towards HBM rather than legacy systems?
Q. It is said that 7% of global GDP will disappear due to the US-China conflict?
China Semiconductor, Korea Semiconductor, AI Semiconductor, Foundry, HBM Stocks